B2B & Wholesale
Shopify B2B and wholesale built for the way your customers actually buy.
B2B is not consumer checkout with a discount code. We build the account, catalogue, pricing and ordering logic your buyers need, and the operational workflows your team needs to fulfil it.
Commerce rules, not a wholesale add-on
Commercial buyers need the right account access, product selection, pricing, payment and approval experience. Start with B2B discovery to map those rules and choose native Shopify capability, a governed app or custom logic. Implementation then builds and validates the agreed path. ERP, 3PL, unusual pricing, approval portals and historical migration are explicit scope drivers.
Consumer checkout does not become wholesale with a discount code.
Commercial buyers and the teams serving them need a different operating path.
The wrong buyer sees the wrong catalogue
Account access, products and price rules are scattered across apps and manual exceptions.
Orders start outside the store
Quotes, approvals and repeat orders happen in email or spreadsheets because the buying path does not fit.
Operations re-key every exception
Commercial decisions do not arrive at ERP, warehouse, 3PL or sales operations as usable order state.
A B2B buying system shaped around your commercial rules.
We choose native Shopify capability, a governed app or custom engineering based on the selling model.
Accounts, permissions and approvals
The right people can see, order and approve for each commercial account.
Customer-specific catalogues and pricing
Products and prices follow a defined source of truth instead of overlapping exceptions.
Quote and order workflows
The path from request to accepted order matches how commercial buyers actually buy.
ERP, CRM and fulfilment handoffs
Commercial order state reaches the systems and teams responsible for delivery.
Staff tools and exception paths
Operators get a controlled route for work the standard path cannot complete.
Documentation and ownership
Rules, system boundaries and operating responsibilities remain understandable after launch.
One consistent path, with an explicit route for exceptions.
Customer, catalogue, pricing and order state stay connected end to end.
- 01
Model accounts and rules
Document buyers, catalogues, pricing sources, permissions and approval needs.
- 02
Choose the architecture
Use native capability, an app or custom logic according to the operating model.
- 03
Build the buying path
Create ordering, approval and staff workflows around the agreed rules.
- 04
Connect fulfilment
Move usable order state into ERP, warehouse, 3PL and sales operations.
- 05
Test real scenarios
Validate standard orders, account differences and the exceptions your team handles.
Your team can trace every commercial rule.
We document where each rule originates, how it stays consistent through ordering and fulfilment, and how exceptions are handled. Named B2B results remain gated until the baseline, period and permission are approved.
Match the architecture to the selling model.
Native Shopify capability
When it genuinely covers the selling model.
A configured app
When the workflow is established, supportable and does not introduce a conflicting source of truth.
Custom logic or an integration
When pricing, catalogue, quoting, location, approvals or fulfilment rules are specific to the business.
What we build
B2B storefronts and customer portals
A buying experience shaped for logged-in commercial accounts.
Customer-specific catalogues and price rules
The right products and prices per account, from a defined source.
Account permissions and approval workflows
Who can see, order and approve, matched to how the account operates.
Quote, order and fulfilment handoffs
The path from request to fulfilled order, without hidden exceptions.
ERP, CRM, 3PL and internal-system integrations
Connections that keep commercial data consistent across systems.
Staff tooling, reporting and operating documentation
The tools and records your team needs to run it after launch.
What accountable B2B delivery looks like
We document where each commercial rule originates, how it stays consistent through ordering and fulfilment, and how exceptions are handled, so your team can operate the system without us in the room. Named B2B case studies are added here as clients approve their use.
Common questions
Can a wholesale app handle this?
Often, yes. We assess the commercial rules, source systems and future operating burden before recommending an app, native capability or custom build.
Can B2B customers have different catalogues and prices?
Yes, subject to the platform and architecture chosen. The important question is where those rules originate and how they remain consistent through ordering and fulfilment.
Can we migrate existing B2B customer data?
Usually, with a documented source, mapping, privacy review and validation plan. The scope depends on what must remain historically accessible versus what needs to operate in the new system.
Shopify Development & Design
New builds, redesigns and rebuilds shaped around how your business sells.
Migration & Replatforming
Move data, search equity and operating knowledge into Shopify safely.
Tell us how your buyers order and what your team has to fulfil.
Latest guides
Shopify & Ecommerce
Shopify NetSuite integration: connector fit, ownership and operating cost
Choose between the NetSuite Connector, an integration platform and a custom build by testing fit against your real flows, deciding who owns each record, and costing the monthly work.
Shopify & Ecommerce
Shopify inventory sync problems: state, location, timing and ownership
In the integrations we work on, inventory sync discrepancies usually resolve to one of four things: two systems describing different states, different locations, different moments, or two writers on one field. Here is how to tell which, and what evidence proves it.
Shopify & Ecommerce
Shopify 3PL integration: handoffs, exceptions and go-live tests
A Shopify 3PL integration is five handoffs and a set of ownership decisions. Name who reconciles a short receipt, who resolves short picks, split locations and address changes, and who grades a return, before the first order ships.
Shopify & Ecommerce
Shopify ERP integration: ownership, failures and go-live tests
Define which system owns each record, what happens when a sync fails, and the tests that prove your Shopify ERP integration can support daily operations.
Shopify & Ecommerce
Shopify migration checklist: prove the store is ready to launch
Plan the data, redirects, integrations and cutover tests that determine whether your Shopify migration is ready for real orders. Includes an acceptance worksheet.
Shopify & Ecommerce
Importing Old Invoices into a Shopify B2B Account: The Migration Playbook
Bringing legacy B2B invoice history into Shopify Plus's B2B account schema is the migration that breaks more launches than any other. Here is the five-phase playbook: scope, schema mapping, staged imports, reconciliation, and the failure modes we see most.